SolarEdge Technologies, Inc. (SEDG) Discusses Solid-State Transformers and Infrastructure Solutions for AI Data Centers March 26, 2026 10:30 AM EDT
Company Participants
Yehoshua Nir – CEO & Director
Meir Adest – Co-Founder
Asaf Alperovitz – CFO & Principal Accounting Officer
Conference Call Participants
Mark W. Strouse – JPMorgan Chase & Co, Research Division
Presentation
Operator
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I would now like to turn the call over to your host, Mark Strouse.
Mark W. Strouse
JPMorgan Chase & Co, Research Division
Great. Good morning, good afternoon. Thank you, everybody, for joining. My name is Mark Strouse. I cover clean energy and power infrastructure here at JPMorgan. We are very happy to have SolarEdge with us this morning to talk about their new solution for kind of the AI revolution here. So very exciting stuff, very early stage. So I think this will be helpful for everybody. There is a white paper that’s













